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国航远洋(833171) - 投资者关系活动记录表
2025-05-13 11:35
Group 1: Investor Relations Activities - The company participated in the Guohai Securities 2025 Summer Strategy Conference and Dongwu Securities Mid-term Strategy Conference on May 9, 2025 [3] - Attendees included Guohai Securities, Dongwu Securities, Huaxin Securities, Junhe Capital, and Fuli Hui [3] Group 2: New Vessel Delivery and Capacity Growth - In 2024, the company plans to deliver 6 new vessels and aims to add 2-3 green low-carbon vessels in 2025, enhancing operational capacity [4] - The company has established long-term strategic partnerships with two major state-owned shipping giants to expand collaboration and improve industry influence [4] - 2025 marks the year when 6 low-carbon green vessels will achieve full operational capacity, expected to significantly enhance operational efficiency and cost control [4] Group 3: Foreign Trade Routes and Market Positioning - The company's overseas shipping revenue is projected to increase from 58% in 2023 to 67% in 2024, indicating a strong operational and economic performance [5] - The company has developed a global trade route network covering Europe, Australia, the Americas, Southeast Asia, East Asia, South Asia, and Africa, enhancing its core competitiveness [5] Group 4: Future Vessel Plans and Development Strategy - The company has ordered 4 methanol dual-fuel bulk carriers, set for delivery between late 2025 and 2026, aimed at reducing carbon emissions [6] - Additionally, 2 low-carbon intelligent bulk carriers are set to begin construction, equipped with smart management systems to improve operational efficiency [6][7] - The company is committed to green sustainable development and will increase investments in green shipping technology and digital management [7] Group 5: Market Outlook and Client Relationships - Global dry bulk shipping trade volume is expected to reach 5.775 billion tons in 2025, continuing a growth trend [8] - The growth rate of the dry bulk fleet is controlled within 3.5% since 2023, indicating a slowdown compared to previous years [8] - The company has established stable long-term relationships with core clients, ensuring the ability to meet diverse global transportation needs [8]